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Affinity Wealth Management’s iShares MSCI India ETF INDA Stock Holding History

Affinity Wealth Management’s Portfolio INDA Stock Details INDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-13,113
Closed -$463K – 102
2019
Q2 		$463K Sell
13,113
-203
-2% -$7.14K 0.18% 62
2019
Q1 		$469K Hold
13,316
– – 0.19% 66
2018
Q4 		$444K Buy
+13,316
New +$420K 0.27% 58

Other funds holding INDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Affinity Wealth Management's INDA Position: Q3 2019 in Review

Affinity Wealth Management sold out of iShares MSCI India ETF (INDA) in Q3 2019, closing a stake of 13,113 shares — an estimated $463K sold.

Affinity Wealth Management first reported a position in INDA in Q4 2018 and held it in 3 quarters. The position peaked at $469K in Q1 2019. 295 funds tracked by Wall St. Rank hold INDA as of Q3 2019.

  • Affinity Wealth Management reported no remaining iShares MSCI India ETF position as of Q3 2019 after selling out during the quarter.
  • Affinity Wealth Management sold 13,113 iShares MSCI India ETF shares in Q3 2019, an estimated $463K.
  • Affinity Wealth Management first reported a position in iShares MSCI India ETF in Q4 2018 and held it in 3 quarters.
  • Affinity Wealth Management's iShares MSCI India ETF position peaked at $469K in Q1 2019.
  • 295 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q3 2019.

Based on Affinity Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.